Import invoice not enabling payments

Hello @aviators99,

As of the moment, there isn't an integrated way to enable your customer's payment options when importing invoices in a batch.

With this, you'll have to review the said invoices and send them to your customers so they can pay them online. Let me show you how:

1. Open the said invoices.
2. Put a check on the appropriate payment method used by your customers.
3. Select Save and send.
4. Click Save and close.

Additionally, I've got you the following helpful articles below the different methods you can use in accepting payments from your customers: 

• Take and process payments in QuickBooks Online
• Record invoice payments in QuickBooks Online

If you have any other questions, feel free to leave them in the comments. I'll be here to lend a hand. Stay safe!

This is a major pain and this feature needs to be enabled when importing invoices from a CSV.  We have to manually go into each invoice and select the payment option?  How is this scalable? I only have 20 invoices a week and growing.  How are companies doing this with 100+ invoices? Not feasible. Makes me want to look for solutions elsewhere.

I can see how the benefit of being able to enable payments when importing invoices from a CSV would aid you in managing your business using QuickBooks Online (QBO), @ccaffrey. That's why I'm here to share further details about this.

We take customer suggestions as opportunities to improve the various features within our products. Therefore, I would encourage you to send suggestions or product recommendations.

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

1. Go to the Gear icon.
2. Select Feedback.
3. Type in your recommendation in the Share your feedback field.
4. Click Next.
5. Follow the on-screen instructions to complete the process.

I've attached screenshots below that show the first four steps.

In keeping with this, I'm adding these articles to guide you in personalizing your invoices and recording their payments with QBO:

• Customize invoices in QuickBooks Online
• Record invoice payments in QuickBooks Online

I'm all ears if you have other concerns about importing invoices and enabling payments in QBO. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @ccaffrey.

Just made the recommendation. I hope it happens.

@ccaffrey 

Prepare your Invoice data with the following template

then utilize an importer tool

https://transactionpro.grsm.io/qbo

@Fiat Lux - ASIA 

Thanks for the option. Glad to know there is a solution that exists elsewhere. However, I'd rather not pay yet ANOTHER fee for something that should exist right here. God knows we all pay enough in subscription fees, CC fees, and transfer fees that this feature should be included right here..

@ccaffrey 

Check your PM. Hope it helps.

Did you ever get this resolved? I am interested in this function and again don't want to have to edit each invoice.

I can provide some information with imported invoices in QuickBooks Online (QBO), @Natalie52.

At this time, the function to enable online payments when importing invoices from a CSV is still unavailable. That would be a great addition to the current features that we have, so I’ll take note of it.

I also encourage you to leave the feedback from within the product. Here are the steps:

1. Go to the Gear icon and select Feedback.
2. Provide your product suggestion.
3. Click on Next to submit feedback.

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

See this article for more information about processing electronic payments for invoices and sales receipts: Take and process payments in QuickBooks Online.

Then, check out this reference for more information about when you'll receive customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

Let me know if you need further help with managing your transactions. I'm always glad to help in any way I can. Have a wonderful day!

@Natalie52 

You need to use an importer tool as I mentioned earlier.

Ugh!  I have to import 180 invoices for our soccer club.  I can't believe the the Quickbooks Online doesn't set up the invoices using the default invoice settings.  Instead, the default is to turn Online Payments off so I need to edit every invoice to turn on Online Payments.  Very frustrating.  This an annoying bug in your system that should be fixed ASAP.  Clearly, the CSV importer should follow the default invoice settings or there should be a field to turn this on.

It's 2024 and this seems to be a very simple fix.  Create the invoices with default settings.  Can you update us to see if there is a fix yet for this?  The import invoices function is completely useless if you have to open each invoice to edit it

Hi there, oldblackbear. 

I understand you would like to use the default invoice settings in QuickBooks Online. Unfortunately, this feature is still not available in QuickBooks Online. Our team is continuously working towards improving our services and adding more features for our users. Please share your feedback with our Product Engineering team, which will help us enhance our products and services. Your valuable feedback is highly appreciated.

Our Product Engineering team is committed to continuously improving and enhancing our products. We highly value your suggestions and encourage you to send us your feedback. All your ideas will be carefully evaluated and considered for inclusion in our future product developments. So, please do not hesitate to share your thoughts with us. We appreciate your valuable input.

To submit feedback for QuickBooks Online, here's how: 

1. Go to the Gear icon and select Feedback.
2. Provide your product suggestion.
3. Click on Next to submit feedback.

I've added an article to check about receiving payment and recording it: Record invoice payments in QuickBooks Online. 

Additionally, I've included this article as your reference to guide you when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments.

If you have other concerns about managing transactions in QBO, I'm always ready to help. Take care, and I wish you continued success. Have a great day!

@oldblackbear 

You can use the importer tool.

https://get.transactionpro.com/qbo

How long will it take for you guys to see that there is a clear need to enable these payment options when importing many invoices? This is a huge blind spot in your system. I have already submitted feedback, but it would nice to see some action being taken on your end for the feedback submitted on this topic in the last three years.